Mackenzie Financial’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,032
| Closed | -$589K | – | 1440 |
|
|
2025
Q4 | $589K | Sell |
2,032
-2,730
| -57% | -$706K | ﹤0.01% | 1187 |
|
|
2025
Q3 | $1.14M | Buy |
4,762
+950
| +25% | +$209K | ﹤0.01% | 1035 |
|
|
2025
Q2 | $750K | Sell |
3,812
-61
| -2% | -$10.6K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $651K | Sell |
3,873
-3,961
| -51% | -$691K | ﹤0.01% | 1112 |
|
|
2024
Q4 | $1.45M | Buy |
7,834
+2,642
| +51% | +$493K | ﹤0.01% | 857 |
|
|
2024
Q3 | $923K | Sell |
5,192
-487
| -9% | -$82.7K | ﹤0.01% | 884 |
|
|
2024
Q2 | $887K | Buy |
5,679
+1,059
| +23% | +$169K | ﹤0.01% | 884 |
|
|
2024
Q1 | $774K | Sell |
4,620
-1,513
| -25% | -$235K | ﹤0.01% | 934 |
|
|
2023
Q4 | $929K | Sell |
6,133
-377
| -6% | -$50.7K | ﹤0.01% | 882 |
|
|
2023
Q3 | $827K | Buy |
6,510
+1,003
| +18% | +$140K | ﹤0.01% | 888 |
|
|
2023
Q2 | $830K | Sell |
5,507
-6,957
| -56% | -$996K | ﹤0.01% | 899 |
|
|
2023
Q1 | $1.78M | Sell |
12,464
-851
| -6% | -$134K | ﹤0.01% | 758 |
|
|
2022
Q4 | $2.11M | Buy |
13,315
+6,074
| +84% | +$859K | ﹤0.01% | 669 |
|
|
2022
Q3 | $810K | Sell |
7,241
-286
| -4% | -$35.9K | ﹤0.01% | 851 |
|
|
2022
Q2 | $878K | Sell |
7,527
-283
| -4% | -$36.4K | ﹤0.01% | 856 |
|
|
2022
Q1 | $1.1M | Sell |
7,810
-60,995
| -89% | -$8.76M | ﹤0.01% | 878 |
|
|
2021
Q4 | $11.3M | Sell |
68,805
-24,094
| -26% | -$4.04M | 0.02% | 456 |
|
|
2021
Q3 | $14M | Buy |
92,899
+3,424
| +4% | +$561K | 0.02% | 406 |
|
|
2021
Q2 | $13.8M | Buy |
89,475
+14,975
| +20% | +$2.39M | 0.02% | 399 |
|
|
2021
Q1 | $11.1M | Buy |
74,500
+70,300
| +1,674% | +$9.19M | 0.02% | 405 |
|
|
2020
Q4 | $427K | Sell |
4,200
-600
| -13% | -$51.8K | ﹤0.01% | 872 |
|
|
2020
Q3 | $328K | Buy |
+4,800
| New | +$336K | ﹤0.01% | 860 |
|
|
2016
Q4 | – | Sell |
-7,200
| Closed | -$1.04M | – | 644 |
|
|
2016
Q3 | $1.04M | Sell |
7,200
-45,729
| -86% | -$6.55M | 0.01% | 405 |
|
|
2016
Q2 | $7.45M | Buy |
52,929
+12,329
| +30% | +$2.02M | 0.04% | 280 |
|
|
2016
Q1 | $6.59M | Sell |
40,600
-10,131
| -20% | -$1.41M | 0.06% | 236 |
|
|
2015
Q4 | $8.11M | Hold |
50,731
| – | – | 0.05% | 268 |
|
|
2015
Q3 | $8.67M | Sell |
50,731
-984
| -2% | -$193K | 0.05% | 248 |
|
|
2015
Q2 | $11.3M | Buy |
51,715
+4,613
| +10% | +$1.03M | 0.06% | 242 |
|
|
2015
Q1 | $10.1M | Buy |
+47,102
| New | +$9.94M | 0.05% | 256 |
|
|
2014
Q3 | – | Sell |
-11,551
| Closed | -$2.37M | – | 717 |
|
|
2014
Q2 | $2.37M | Buy |
11,551
+4,551
| +65% | +$880K | 0.01% | 399 |
|
|
2014
Q1 | $1.4M | Buy |
7,000
+300
| +4% | +$58.9K | 0.01% | 441 |
|
|
2013
Q4 | $1.45M | Hold |
6,700
| – | – | 0.01% | 426 |
|
|
2013
Q3 | $1.22M | Sell |
6,700
-200
| -3% | -$35.5K | 0.01% | 442 |
|
|
2013
Q2 | $1.13M | Buy |
+6,900
| New | +$1.09M | 0.01% | 473 |
|
Other funds holding AMG
AI
Mackenzie Financial's AMG Position: Q1 2026 in Review
Mackenzie Financial sold out of Affiliated Managers Group (AMG) in Q1 2026, closing a stake of 2,032 shares — an estimated $589K sold.
Mackenzie Financial first reported a position in AMG in Q2 2013 and held it in 34 quarters. The position peaked at $14M in Q3 2021. 545 funds tracked by Wall St. Rank hold AMG as of Q1 2026.
- Mackenzie Financial reported no remaining Affiliated Managers Group position as of Q1 2026 after selling out during the quarter.
- Mackenzie Financial sold 2,032 Affiliated Managers Group shares in Q1 2026, an estimated $589K.
- Mackenzie Financial first reported a position in Affiliated Managers Group in Q2 2013 and held it in 34 quarters.
- Mackenzie Financial's Affiliated Managers Group position peaked at $14M in Q3 2021.
- 545 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.